Comprehensive financial planning & coaching

Your roadmap to financial success

If you’re searching for financial planning in Buda TX, Wealth Strategies builds a comprehensive financial plan that fits life in Buda, Kyle, and the greater Austin area. Our step-by-step process helps you clarify goals, align money with your values, and work confidently toward what matters—whether you’re settling into Sunfield or Garlic Creek, growing a business along the I-35 corridor, or planning for a Hill Country retirement. As your fee-based financial planner and financial coach in Texas, we meet you where you are and coach you through each decision so you feel confident in your path forward.

What’s included in our financial planning process

01

Budgeting & cash flow management

We analyze income, expenses, and debt to create a practical spending plan that works in the real world—property taxes, childcare with Hays CISD schedules, and Austin-area cost of living included. You’ll get simple tools and periodic check-ins to keep cash flow on track.

02

Investment planning

Your personalized plan sets a target allocation and coordinates with investment & wealth management for ongoing oversight—so your portfolio reinforces your goals instead of competing with them.

03

Retirement planning

From 401(k)s and IRAs to Social Security timing and Roth strategies, we integrate milestones into a single timeline that adapts as markets and life change. Learn how today’s saving choices support tomorrow’s income with retirement planning designed for Texas families.

04

Insurance & risk management

We evaluate gaps and right-size coverage for life, disability, and long-term care as part of the plan—not as an afterthought. If coverage is appropriate, we’ll help you compare options for life and disability insurance that aligns with your budget and needs.

05

Tax strategy

Working alongside your CPA, we look for ways to reduce drag—tax-efficient withdrawals, asset location, charitable giving strategies, and timing decisions that fit Texas tax realities.

06

Estate planning coordination

We translate wishes into action items, coordinate with local estate attorneys, and make sure titling and beneficiaries match your plan—so documents and dollars tell the same story.

A man is sitting at a table holding a glass of wine.

Why work with a financial planner in Buda, TX?

  • Objective expertise

    As fiduciaries, we bring judgment-free guidance that helps you avoid emotional mistakes—chasing trends, holding too much employer stock, or sitting in cash after market swings.


  • Life-stage planning

    Whether you’re buying your first home near Historic Stagecoach Park, juggling college savings and camp sign-ups, or preparing to downsize after the kids graduate Hays High, your plan adjusts with you.


  • Small business owner planning

    For entrepreneurs in Buda, South Austin, and Kyle, we address retirement plans, cash reserves, business continuity, and tax-aware exit considerations—so your personal and business finances work together.


GETTING STARTED

OUR PLAN

Discovery Meeting

A complimentary conversation to understand your goals, accounts, timeline, and local considerations—from commuting to Austin to planning around Hays CISD calendars.

Plan Development



We organize your data, run scenarios, and build clear recommendations that connect investments, taxes, insurance, retirement, and estate wishes into a single, comprehensive roadmap.

Plan Implementation & Ongoing Coaching


Together, we prioritize next steps, coordinate with professionals, and check in regularly to adjust as life changes—new jobs, new homes, and everything in between.

Serving Buda, Kyle, and the Austin metro

We work with families and small business owners across Buda, Kyle, South Austin, and nearby neighborhoods like Sunfield, Whispering Hollow, Stonefield, and Garlic Creek. Whether you’re new to the area or a long-time local, Wealth Strategies is here to provide holistic financial planning that reflects how people live, work, and retire in Central Texas.